+142.8%
NWSA vs SUI
+104.3%
+38.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.3% |
| 7D | -2.6% | -3.1% | +0.5% | -1.5% |
| 30D | +4.6% | -2.3% | +6.9% | +5.4% |
| 3M | +10.2% | -2.8% | +13.0% | +11.3% |
| 6M | +21.6% | -12.4% | +34.0% | +27.5% |
| YTD | +14.6% | -3.3% | +18.0% | +15.6% |
| 1Y | +0.4% | -5.8% | +6.2% | +2.2% |
| 3Y | +45.0% | +12.5% | +32.5% | +34.8% |
| 5Y | +41.3% | -32.9% | +74.1% | +59.1% |
| 10Y | +142.8% | +104.4% | +38.4% | +106.5% |
| All | +142.8% | +104.3% | +38.4% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling